No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Very satisfied with Simon’s direction and advice.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.
Trust and understanding of my current situation and the changes that will occur to these.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.